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Focus Financial Network’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Focus Financial Network’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.65M Sell
10,938
-394
-3% -$89.7K 0.08% 188
2026
Q1 		$2.48M Buy
11,332
+601
+6% +$141K 0.09% 183
2025
Q4 		$2.3M Buy
10,731
+1,269
+13% +$266K 0.08% 190
2025
Q3 		$1.98M Buy
9,462
+865
+10% +$170K 0.07% 207
2025
Q2 		$1.62M Buy
8,597
+615
+8% +$102K 0.06% 222
2025
Q1 		$1.22M Buy
7,982
+14
+0.2% +$2.14K 0.05% 258
2024
Q4 		$1.16M Buy
7,968
+7
+0.1% +$1.05K 0.05% 258
2024
Q3 		$1.19M Sell
7,961
-208
-3% -$29.3K 0.05% 253
2024
Q2 		$1.11M Sell
8,169
-412
-5% -$54.6K 0.05% 258
2024
Q1 		$1.09M Buy
8,581
+136
+2% +$17.1K 0.05% 240
2023
Q4 		$1.07M Buy
8,445
+704
+9% +$81.3K 0.04% 307
2023
Q3 		$822K Buy
7,741
+145
+2% +$16.5K 0.05% 269
2023
Q2 		$886K Sell
7,596
-637
-8% -$72.4K 0.05% 256
2023
Q1 		$947K Sell
8,233
-306
-4% -$34.8K 0.06% 241
2022
Q4 		$955K Buy
8,539
+97
+1% +$10.3K 0.08% 191
2022
Q3 		$773K Sell
8,442
-105
-1% -$10.6K 0.07% 217
2022
Q2 		$848K Buy
8,547
+190
+2% +$19.6K 0.07% 217
2022
Q1 		$926K Buy
+8,357
New +$889K 0.06% 207
2021
Q1 		– Sell
-9,590
Closed -$908K – 455
2020
Q4 		$908K Sell
9,590
-676
-7% -$59.4K 0.08% 189
2020
Q3 		$813K Sell
10,266
-518
-5% -$42.5K 0.08% 203
2020
Q2 		$888K Sell
10,784
-136
-1% -$10.7K 0.1% 175
2020
Q1 		$785K Sell
10,920
-158
-1% -$16.2K 0.11% 159
2019
Q4 		$1.23M Buy
11,078
+310
+3% +$34.8K 0.15% 133
2019
Q3 		$1.21M Buy
10,768
+658
+7% +$71.9K 0.17% 119
2019
Q2 		$1.08M Buy
10,110
+1,184
+13% +$123K 0.16% 121
2019
Q1 		$891K Buy
+8,926
New +$872K 0.14% 136

Other funds holding ITA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Focus Financial Network's ITA Position: Q2 2026 in Review

Focus Financial Network reduced its iShares US Aerospace & Defense ETF (ITA) stake by 3.5% in Q2 2026, selling an estimated $89.7K and leaving 10,938 shares worth $2.65M. The position accounts for 0.08% of the portfolio, ranked #188.

Focus Financial Network first reported a position in ITA in Q1 2019 and has held it in 26 quarters since. 263 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Focus Financial Network held 10,938 shares of iShares US Aerospace & Defense ETF worth $2.65M as of Q2 2026.
  • Focus Financial Network sold 394 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $89.7K.
  • iShares US Aerospace & Defense ETF made up 0.08% of Focus Financial Network's portfolio in Q2 2026, its #188 holding.
  • Focus Financial Network first reported a position in iShares US Aerospace & Defense ETF in Q1 2019 and has held it in 26 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.